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RMR Capital Management, LLC

Position in CASH — Pathward Financial, Inc.

CIK 2032709 Tustin, CA

Position in CASH

as of Mar 31, 2026 · filed May 20, 2026
Position Value
$3,486,840
+$776,841 QoQ
Shares Held
39,077
+2.4% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
4.41%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in CASH Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Mar 31, 2026

RMR Capital Management, LLC holds $3,486,840 across 1 Banks - Regional name. CASH ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CASH
Pathward Financial, Inc.
This page
39,077 $3,486,840

All Filings in CASH

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10 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $3,486,840 39,077
2025-12-31 $2,709,999 38,169
2025-09-30 $2,824,887 38,169
2025-06-30 $3,171,999 40,091
2025-03-31 $2,814,994 38,588
2024-12-31 $2,841,438 38,617
2024-09-30 $2,549,108 38,617
2024-06-30 $2,184,563 38,617
2024-03-31 $1,949,386 38,617
2023-12-31 $2,043,997 38,617